CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
Fast-track connectivity, capacity, and success

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A renewed, three-year collaboration between Magic Leap and Google signals a pragmatic path to AI-capable AR glasses that prioritize visual quality, comfort, and manufacturability. Magic Leap is pivoting from building end-user headsets to becoming an ecosystem partner, offering waveguides, optics, device services, and manufacturing know-how to companies pursuing glasses form
The First Deep Dive into ChatGPT Use, providing some analysis of OpenAI’s First User Study. Understanding the limits; going from experimentation to integration, key patterns of use; use in education, the healthcare potential; and trends in adoption
India has ceded the lowest-tariff crown to Bangladesh and Egypt, yet it still leads on value through generous allowances and low data unit costs. Indian base plans commonly include unlimited voice, whereas Bangladesh and Egypt restrict voice to roughly 100 and 70 minutes respectively at entry level. On data, incremental
Qualcomm is moving from mobile NPUs into rack-scale AI infrastructure, positioning its AI200 (2026) and AI250 (2027) to challenge Nvidia/AMD on the economics of large-scale inference. The company is translating its Hexagon neural processing unit heritage—refined across phones and PCs—into data center accelerators tuned for inferencing, not training. AI200 and
SoftBank has reportedly approved the final $22.5 billion tranche of a planned $30 billion commitment to OpenAI, tied to the AI firm’s shift to a conventional for‑profit structure and a path to IPO. The investment completes a massive $41 billion financing round for OpenAI that began in April, making it
Ericsson, Nokia, and Fraunhofer HHI jointly demonstrated a proof‑of‑concept codec that delivers meaningfully higher compression than today’s widely deployed standards—H.264/AVC, H.265/HEVC, and H.266/VVC—without a notable rise in complexity. The partners emphasize energy efficiency and scalability, which are critical for battery‑powered devices, edge compute, and large streaming workloads. Their submission was
Vodafone is partnering with Irish firm Zinkworks on Rapid RIC, a central platform that blends secure data analytics, a visual low-code interface, and code-generating AI to create and operate RAN applications, or rApps. The goal is ambitious but specific: cut time-to-market from months to weeks, scale deployments across markets, and
Germany’s migration from copper to fibre is entering a price-led phase, and Vodafone is sharpening fibre offers to pull DSL users across the line. Germany has the fibre footprint but not the take-up: many households still cling to DSL and VDSL even where FTTH is available, leaving operators running two
Nokia delivered a stronger-than-expected third quarter, with comparable operating profit reaching €435 million against consensus of about €342 million. Group net sales rose 12% to €4.83 billion, above forecasts, driven by Optical Networks and cloud-related demand tied to AI data centers. The stock jumped double digits intraday and added billions
A new partnership between Palantir and Lumen Technologies signals a shift from internal AI pilots to packaged enterprise services delivered over a telecom-grade edge and network footprint. Palantir will provide its Foundry and Artificial Intelligence Platform (AIP) as the data and decisioning layer for Lumen’s enterprise AI offerings, which Lumen
The G4 family is built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and targets high-throughput inference, visual computing, and simulation. Each VM can be configured with 1, 2, 4, or 8 GPUs, delivering up to 768 GB of GDDR7 memory in total. Fifth-generation Tensor Cores introduce FP4 precision
Amazon is piloting AI-enabled smart glasses for delivery associates to streamline last‑mile workflows, adding a hands‑free heads‑up display that blends navigation, scanning, and proof‑of‑delivery into the driver’s field of view. The company is testing delivery‑specific smart glasses that use on‑device computer vision and AI to identify packages, surface hazards, and
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